Grant H. Hofer
Professional summary
Grant Hamilton Hofer, who also goes by Grant Hamilton Hofer, Grant Hofer, is a registered financial advisor currently at ELSER FINANCIAL PLANNING, INC. located in Indianapolis, Indiana.
Grant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Grant has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 4, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Grant Hamilton Hofer's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 3, 2026 - Present
ELSER FINANCIAL PLANNING, INC.
Office #1: 8900 Keystone Crossing Suite 450, Indianapolis, IN 46240December 21, 2022 - March 25, 2025
PENSIONMARK SECURITIES, LLC
April 21, 2016 - April 2, 2021
GLOBAL ATLANTIC DISTRIBUTORS, LLC
June 11, 2015 - April 12, 2016
OPTIONSXPRESS, INC.
August 13, 2013 - April 12, 2016
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
ELSER FINANCIAL PLANNING, INC.
CRD#: 143311 / SEC#: 801-80871
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/3/2026)
Exams
Current Firm
ELSER FINANCIAL PLANNING, INC.
CRD#: 143311 / SEC#: 801-80871
Contact information
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,661 |
| AUM (Assets Under Management) | $ 2,004,775,922 |
Red Flags
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